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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,897 | $102,429+28.8% | $147,096-10.3% | $80,925+63.0% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 14.78% | 135.02%-120.2pp | 419.75%-405.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,811 | $6,649+47.6% | $8,071+21.6% | $4,299+128.2% |
| Admin fee / account holder | $5,838 | $7,957-26.6% | $13,005-55.1% | $6,940-15.9% |